Principal Financial Group’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,174
| Closed | -$409K | – | 2274 |
|
|
2019
Q1 | $409K | Sell |
14,174
-64
| -0.4% | -$1.85K | ﹤0.01% | 1975 |
|
|
2018
Q4 | $351K | Buy |
+14,238
| New | +$351K | ﹤0.01% | 1989 |
|
|
2018
Q3 | – | Sell |
-13,215
| Closed | -$464K | – | 2314 |
|
|
2018
Q2 | $464K | Buy |
+13,215
| New | +$464K | ﹤0.01% | 1979 |
|
|
2014
Q2 | – | Sell |
-13,469
| Closed | -$151K | – | 2299 |
|
|
2014
Q1 | $151K | Sell |
13,469
-387,749
| -97% | -$4.35M | ﹤0.01% | 2185 |
|
|
2013
Q4 | $5.12M | Buy |
401,218
+10,550
| +3% | +$135K | 0.01% | 1341 |
|
|
2013
Q3 | $4.22M | Buy |
390,668
+376,122
| +2,586% | +$4.07M | 0.01% | 1374 |
|
|
2013
Q2 | $169K | Buy |
+14,546
| New | +$169K | ﹤0.01% | 2121 |
|